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M3Sixty Income and Opportunity A (HROAX)

10.65
-0.05
(-0.47%)
At close: 8:01:06 PM EDT
Loading Chart for HROAX
  • Previous Close 10.70
  • YTD Return -6.21%
  • Expense Ratio 2.46%
  • Category Derivative Income
  • Last Cap Gain 9.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 33.07M
  • Beta (5Y Monthly) 0.67
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 487.35%
  • Last Dividend --
  • Inception Date Jan 21, 2016

The fund's investment objective is total return comprised of income and capital appreciation. To meet its investment objective, it will invest primarily in domestic equity securities that in the opinion of the manager have above average intellectual property portfolios and other characteristics, like strong earnings and dividend growth relative to their sector competitors and that are members of the S&P 1500 Composite. It is non-diversified.

M3Sixty

Fund Family

Derivative Income

Fund Category

33.07M

Net Assets

2016-01-21

Inception Date

Performance Overview: HROAX

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Trailing returns as of 4/15/2025. Category is Derivative Income.

YTD Return

HROAX
6.21%
Category
11.36%
 

1-Year Return

HROAX
4.48%
Category
28.59%
 

3-Year Return

HROAX
7.71%
Category
9.08%
 

5-Year Return

HROAX
9.48%
Category
8.21%
 

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Holdings: HROAX

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Sector Weightings

SectorHROAX
Technology   27.89%
Industrials   11.63%
Healthcare   3.63%
Energy   2.87%
Utilities   0.17%
Real Estate   0.00%

Recent News: HROAX

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Research Reports: HROAX

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